LCM
ADSK icon

Lattice Capital Management’s Autodesk ADSK Stock Holding History

Lattice Capital Management’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-3,130
Closed -$640K – 32
2023
Q2 		$640K Hold
3,130
– – 0.08% 22
2023
Q1 		$652K Hold
3,130
– – 0.09% 26
2022
Q4 		$585K Hold
3,130
– – 0.1% 24
2022
Q3 		$585K Hold
3,130
– – 0.94% 26
2022
Q2 		$535K Hold
3,130
– – 0.97% 31
2022
Q1 		$616K Hold
3,130
– – 0.88% 35
2021
Q4 		$880K Buy
+3,130
New +$912K 0.06% 33

Other funds holding ADSK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lattice Capital Management's ADSK Position: Q3 2023 in Review

Lattice Capital Management sold out of Autodesk (ADSK) in Q3 2023, closing a stake of 3,130 shares — an estimated $640K sold.

Lattice Capital Management first reported a position in ADSK in Q4 2021 and held it in 7 quarters. The position peaked at $880K in Q4 2021. 1,076 funds tracked by Wall St. Rank hold ADSK as of Q3 2023.

  • Lattice Capital Management reported no remaining Autodesk position as of Q3 2023 after selling out during the quarter.
  • Lattice Capital Management sold 3,130 Autodesk shares in Q3 2023, an estimated $640K.
  • Lattice Capital Management first reported a position in Autodesk in Q4 2021 and held it in 7 quarters.
  • Lattice Capital Management's Autodesk position peaked at $880K in Q4 2021.
  • 1,076 funds tracked by Wall St. Rank held Autodesk as of Q3 2023.

Based on Lattice Capital Management's 13F filing for Q3 2023, filed 1 Nov 2023.